RAINIER FAMILY WEALTH INC V β€” VISA INC

Ownership history in RAINIER FAMILY WEALTH INC  Β·  5 quarters on record

AI Ownership Summary

RAINIER FAMILY WEALTH INC reported VISA INC (V) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.99% in 2025 Q1. The latest visible filing shows V at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAINIER FAMILY WEALTH INC's position in VISA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

V was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page RAINIER FAMILY WEALTH INC fund profile RAINIER FAMILY WEALTH INC full holdings
How RAINIER FAMILY WEALTH INC held V β€” position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 2,466 -13 -0.5% 0.50% $745K 2026-04-17 $316.36
2025 Q4 ADDED β€” β€” β€” 2,479 +360 +17.0% 0.66% $869K 2026-01-20 $324.48
2025 Q3 REDUCED 8.3% +4.1% ❌ 2,119 -191 -8.3% 0.64% $723K 2025-10-16 $333.36
2025 Q2 REDUCED β€” β€” β€” 2,310 -89 -3.7% 0.82% $820K 2025-07-16 $347.16
2025 Q1 INITIATED β€” β€” β€” 2,399 β€” β€” 0.99% $841K 2025-06-24 $348.87

🏒 Other funds also holding V

As of 2026 Q2 β€” sorted by position size

Global Wealth Strategies & Associates 3Y 0.76%

FAQ About RAINIER FAMILY WEALTH INC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has RAINIER FAMILY WEALTH INC reported owning V?

RAINIER FAMILY WEALTH INC reported V across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported V position in RAINIER FAMILY WEALTH INC's portfolio?

The largest reported portfolio weight for V was 0.99% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when RAINIER FAMILY WEALTH INC reported 2,466 shares, equal to 0.50% of portfolio, with an estimated market value of $745K.

What does the chart on this V ownership page compare?

The chart compares RAINIER FAMILY WEALTH INC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RAINIER FAMILY WEALTH INC time their V position?

Based on 13F filing dates vs. subsequent V price moves, RAINIER FAMILY WEALTH INC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on V relative to SPY over the holding period was -27.7%.

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